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Name Holding Trade Value Shares
Change
Change in
Stake
BFA
1001
Brown Financial Advisors
Ohio
$1.91M +$263K +722 +17%
ESB
1002
Essex Savings Bank
Connecticut
$1.9M -$41.5K -114 -2%
MWM
1003
Meridian Wealth Management
Kentucky
$1.9M +$134K +368 +8%
CPBTD
1004
Central Pacific Bank - Trust Division
Hawaii
$1.89M -$74.2K -204 -4%
SAG
1005
SageView Advisory Group
California
$1.89M +$17.8K +49 +1%
FB
1006
First Bancorp
Maine
$1.88M +$72.7K +200 +4%
NCM
1007
NCM Capital Management
New Jersey
$1.88M -$68.4K -188 -4%
WWM
1008
Whalen Wealth Management
Nevada
$1.88M +$1.83M +5,019 New
TAM
1009
Tealwood Asset Management
Minnesota
$1.88M -$21.1K -58 -1%
NAAA
1010
New Age Alpha Advisors
New York
$1.87M -$2.73M -7,500 -60%
SCM
1011
Sandler Capital Management
New York
$1.87M -$1.32M -3,621 -42%
AWE
1012
Avidian Wealth Enterprises
Texas
$1.86M +$260K +715 +17%
FM
1013
Foster & Motley
Ohio
$1.86M -$8.73K -24 -0.5%
CB
1014
CNB Bank
Pennsylvania
$1.85M +$141K +388 +9%
PWAM
1015
Papamarkou Wellner Asset Management
New York
$1.84M
CIC
1016
Crawford Investment Counsel
Georgia
$1.84M -$198K -544 -10%
MG
1017
Mather Group
Illinois
$1.83M +$44.7K +123 +3%
MTC
1018
Matrix Trust Company
Colorado
$1.83M +$1.77M +4,880 New
CAM
1019
Covenant Asset Management
New Jersey
$1.82M -$1.09K -3 -0.1%
SB
1020
Strategic Blueprint
Georgia
$1.82M +$38.2K +105 +2%
LS
1021
Leelyn Smith
Illinois
$1.82M +$1.53M +4,201 +635%
PWP
1022
Private Wealth Partners
California
$1.81M +$826K +2,272 +89%
SIC
1023
Sterling Investment Counsel
New York
$1.8M +$1.21M +3,333 +224%
CIA
1024
Choate Investment Advisors
Massachusetts
$1.8M +$375K +1,031 +27%
NP
1025
Nilsine Partners
Colorado
$1.8M -$34.2K -94 -2%